First American Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

First American Trust’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14M	Hold	6,863	–	–	0.07%	170
2026 Q2	$1.13M	Sell	6,863 -178	-3%	-$28.3K	0.07%	161
2026 Q1	$1M	Hold	7,041	–	–	0.07%	156
2025 Q4	$1.05M	Buy	7,041 +2,232	+46%	+$329K	0.07%	148
2025 Q3	$700K	Sell	4,809 -221	-4%	-$31K	0.05%	158
2025 Q2	$679K	Buy	5,030 +405	+9%	+$50.5K	0.05%	146
2025 Q1	$564K	Sell	4,625 -877	-16%	-$113K	0.05%	149
2024 Q4	$708K	Buy	5,502 +2,402	+77%	+$311K	0.07%	137
2024 Q3	$389K	Buy	+3,100	New	+$375K	0.04%	164

Other funds holding ITOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

First American Trust's ITOT Position: Q3 2026 in Review

First American Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 6,863 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #170.

First American Trust first reported a position in ITOT in Q3 2024 and has held it in 9 quarters since. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

First American Trust held 6,863 shares of iShares Core S&P Total US Stock Market ETF worth $1.14M as of Q3 2026.
First American Trust left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.07% of First American Trust's portfolio in Q3 2026, its #170 holding.
First American Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on First American Trust's 13F filing for Q3 2026, filed 12 Nov 2026.